DISCLOSURES:
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.
Dustin B. LaPorte offers mortgages through HomeFirst Mortgage.
Dustin B. LaPorte does ministry work through Alpha Omega Financial Ministries.
Dustin B. LaPorte offers insurance through a wide variety of insurance agencies such as Senior Care USA, David Gilston Insurance Agency, Statewide Insurance
Agency, and C.O.R.E. Group USA.
Dustin B. LaPorte works through a wide variety of companies to provide services to his clients. Each company is separate and is not affiliated nor legally responsible for
the other. Here is a list of some of the companies Dustin B. LaPorte uses to provide services to his clients:
Lowcountry Retirement Services, Inc.
Cetera Advisors LLC
Alpha Omega Financial Ministries
HomeFirst Mortgage
Senior Care USA
David Gilston Insurance Agency
Statewide Insurance Agency
C.O.R.E. Group USA
LaPorte Wealth Management Group is not a company. It is a term used to describe the holistic team approach Dustin B. LaPorte implements with his clients.
Website and worksheet link disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites or worksheets provided here, you
are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites or worksheets; nor, is the company
liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information
and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for
your use of the websites you are linking to on the Internet.
Disability insurance disclosure: Disability income insurance has certain limitations and exclusions.
The definition of a qualifying disability will vary by policy.
Life insurance disclosure: The cost and availability of life insurance depends on factors such as age, health, and the type and amount of insurance purchased. Before
implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial
decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is
surrendered prematurely, there may be surrender charges and income tax implications.
Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Cetera is under separate ownership from any other entity.
Dustin B. LaPorte offers mortgages through HomeFirst Mortgage.
Dustin B. LaPorte does ministry work through Alpha Omega Financial Ministries.
Dustin B. LaPorte offers insurance through a wide variety of insurance agencies such as Senior Care USA, David Gilston Insurance Agency, Statewide Insurance
Agency, and C.O.R.E. Group USA.
Dustin B. LaPorte works through a wide variety of companies to provide services to his clients. Each company is separate and is not affiliated nor legally responsible for
the other. Here is a list of some of the companies Dustin B. LaPorte uses to provide services to his clients:
Lowcountry Retirement Services, Inc.
Cetera Advisors LLC
Alpha Omega Financial Ministries
HomeFirst Mortgage
Senior Care USA
David Gilston Insurance Agency
Statewide Insurance Agency
C.O.R.E. Group USA
LaPorte Wealth Management Group is not a company. It is a term used to describe the holistic team approach Dustin B. LaPorte implements with his clients.
Website and worksheet link disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites or worksheets provided here, you
are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites or worksheets; nor, is the company
liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information
and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for
your use of the websites you are linking to on the Internet.
Disability insurance disclosure: Disability income insurance has certain limitations and exclusions.
The definition of a qualifying disability will vary by policy.
Life insurance disclosure: The cost and availability of life insurance depends on factors such as age, health, and the type and amount of insurance purchased. Before
implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial
decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is
surrendered prematurely, there may be surrender charges and income tax implications.
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For over a decade and half, people have entrusted their financial future to my guidance and leading. It is
God given responsibility that I take with the highest level of care and respect. It drives me to be my best.
The three most important factors when hiring an advisor is competency, character, and chemistry. You can
look to my experience and education to see that I am qualified to provided financial services. You can go to
FINRA Broker Check and you can look at my involvement in ministry to see that my whole livelihood is
completely dependant on great character. The only thing that you cannot determine without meeting me is
chemistry. It is very important that we mix well together. I am passionate about what I do for people
because I enjoy my clients and the difference I make in their life.
Many of us know the right things to do, the problem is doing it. We all need someone to help us implement
and monitor our goals. My firm has access to some of the best research, investments, and planning tools.
We want to be your one stop shop for most of your financial needs.
Here is a quick summary of my background and planning philosophy.
Education
Experience
Financial Planning Process
God given responsibility that I take with the highest level of care and respect. It drives me to be my best.
The three most important factors when hiring an advisor is competency, character, and chemistry. You can
look to my experience and education to see that I am qualified to provided financial services. You can go to
FINRA Broker Check and you can look at my involvement in ministry to see that my whole livelihood is
completely dependant on great character. The only thing that you cannot determine without meeting me is
chemistry. It is very important that we mix well together. I am passionate about what I do for people
because I enjoy my clients and the difference I make in their life.
Many of us know the right things to do, the problem is doing it. We all need someone to help us implement
and monitor our goals. My firm has access to some of the best research, investments, and planning tools.
We want to be your one stop shop for most of your financial needs.
Here is a quick summary of my background and planning philosophy.
Education
- University of North Carolina at Charlotte, Bachelor of Science degree in Business Administration
- Seacoast Community Church, All Access - a whole year commitment of 20 hours weekly of in-depth,
hands-on training in ministry led by renown trainer Mac Lake
- Registrations: Investments (Series 6,7,63,and 65)
- Licenses: Insurance (Life, Health, Accident, Long term care, and Disability) and Mortgage
Experience
- Over a decade and half of experience in the financial profession
- Worked for and received the highest quality training from some of the best financial firms in America
(Raymond James Financial Services, Wachovia Securities, BB&T Securities, Equitable/AXA Financial
Advisors)
- Author of the nationally published book Biblical Strategies to Financial Freedom and the contributor
to many financial articles that were published in newspapers such as Chicago Tribute, Physicians
Digest, Washington Dateline, Holy City Chronicles, Mercy News (Silicon Valley), Philly Daily
(Philadelphia), Richmond Times, Winston-Salem Journal, AdvisorMax, and some of my work is found
in the popular book "The Complete Idot's Guide to Retirement Planning"
Financial Planning Process
- Interview - Helen Kroll to schedules an interview (843) 882-5361. At this meeting, there is a no
financial commitment. It is just a time for us to learn more about each other. The next day or two, I will
call you to let you know if we believe our team could be a good fit for you. I want to make sure the
chemistry is there and that our team can provide a value greater than any cost you would ever pay. I
want all my clients to be raving fans of the work we do for them.
- Evaluate - At this phase in the process, we will take an in-depth look at where are you financially
then we will help you define and prioritize your specific goals.
- Strategy - During this meeting, we will present strategies and their rationale. Then with your input we
will fine tune them into a plan.
- Implement - Our highly skilled team will take on much of the responsibility of helping you
successfully implement your strategies.
- Monitor - Goals change and so does the market. That is why it is important to continually meet to
review and evaluate your goals to help increase our probability for success.
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